Coyle Financial Counsel LLC

All 13F Filings

Location
Glenview, IL
Most recent 13F
Q4 2025
Holdings value ($000)
467,857
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/10/2026 114 467,857 13F-HR Coyle Financial Counsel LLC
Q3 2025 11/10/2025 97 433,786 13F-HR Coyle Financial Counsel LLC
Q2 2025 8/14/2025 91 373,488 13F-HR Coyle Financial Counsel LLC
Q1 2014 5/21/2014 40 71,556 13F-HR Coyle Financial Counsel, Inc.
Q4 2013 2/20/2014 38 72,230 13F-HR Coyle Financial Counsel, Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 273.3 K 58.4% 23.77 K 0 23.77 K
ETFs 194.6 K 41.6% 10.29 K 0 10.29 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
467,857
Holdings
114
QoQ value change ($000)
34,071 (7.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.